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RSWM

Financial Advisor

RSWM, Columbus, Ohio, United States, 43224

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Role Description

This is a full-time hybrid role for a Financial Advisor located in Columbus, OH. The Financial Advisor will be responsible for financial planning, retirement planning, managing investments, and providing financial advisory services. Some work from home is acceptable for this role. Leads will be provided. RSWM is a comprehensive wealth management firm that works with individuals and business owners nationwide. The firm has its HQ office located in Columbus, OH and is an affiliate of LPL Financial. Qualifications

Financial Planning and Finance skills (minimum 3 years) Retirement Planning and Investments experience Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to work independently and collaboratively Certifications such as CFP are a plus Bachelor's degree in Finance, Economics, or a related field Seniority level

Entry level Employment type

Full-time Job function

Finance and Sales

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